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Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW

42 hedge funds and large institutions have $133M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

45% more funds holding

Funds holding: 29 → 42 (+13)

32% more capital invested

Capital invested by funds: $101M → $133M (+$32.6M)

29.59% more ownership

Funds ownership: 121.34% → 150.93% (+30%)

Holders
42
Holders Change
+13
Holders Change %
+44.83%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
15
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Bouchey Financial Group
New York
+$14M
2
OIA
OneDigital Investment Advisors
Kansas
+$1.81M
3
SRC
Shufro Rose & Co
New York
+$1.74M
4
LPL Financial
LPL Financial
California
+$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
-$1.8M
2
CFA
Carroll Financial Associates
North Carolina
-$248K
3
HCM
Hengehold Capital Management
Ohio
-$135K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$98.7K
5
Morgan Stanley
Morgan Stanley
New York
-$74.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
EPG Wealth Management
Georgia
$239K +$230K +4,717 New
LI
27
LVZ Inc
Michigan
$229K +$220K +4,525 New
SFSIG
28
San Francisco Sentry Investment Group
California
$180K +$93.4K +1,917 +118%
BEAM
29
Baker Ellis Asset Management
Washington
$112K – – –
IA
30
IFP Advisors
Florida
$79K +$2.39K +49 +3%
AWA
31
Arkadios Wealth Advisors
Georgia
$68K +$62.8K +1,290 New
AG
32
Advisor Group
Arizona
$61K – – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$42K +$5.36K +110 +15%
ASN
34
Advisory Services Network
Georgia
$41K +$21.9K +450 +129%
CFA
35
Carroll Financial Associates
North Carolina
$35K -$248K -5,100 -88%
S
36
SignatureFD
Georgia
$31K – – –
UBS Group
37
UBS Group
Switzerland
$31K +$14.5K +298 +95%
VCM
38
Vigilant Capital Management
Maine
$20K +$18.8K +387 New
OPS
39
Orion Portfolio Solutions
Nebraska
$8K +$7.89K +162 New
PGAM
40
Princeton Global Asset Management
New Jersey
$545 +$90.3K +1,854 +21%
AC
41
Asio Capital
Kentucky
$278 +$268K +5,500 New
1
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GSEW Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2019, worth a combined $133M — up 32% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GSEW positions and 0 closed out — a net gain of 13 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $14M. The largest seller was ACG Wealth, cutting an estimated $1.8M.

  • 42 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $133M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2019, up 32% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2019 and 0 closed out, a net change of +13 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2019 was Bouchey Financial Group, an estimated $14M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2019 was ACG Wealth, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2019.